Geneos Wealth Management’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33K | Buy |
193
+66
| +52% | +$2.16K | ﹤0.01% | 2495 |
|
|
2025
Q1 | $8.85K | Buy |
127
+17
| +15% | +$1.19K | ﹤0.01% | 2597 |
|
|
2024
Q4 | $3.04K | Buy |
110
+78
| +244% | +$2.16K | ﹤0.01% | 2482 |
|
|
2024
Q3 | $1.05K | Buy |
+32
| New | +$1.05K | ﹤0.01% | 2441 |
|
|
2023
Q3 | – | Sell |
-24
| Closed | -$758 | – | 2102 |
|
|
2023
Q2 | $758 | Hold |
24
| – | – | ﹤0.01% | 2042 |
|
|
2023
Q1 | $838 | Hold |
24
| – | – | ﹤0.01% | 2012 |
|
|
2022
Q4 | $660 | Hold |
24
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q3 | $0 | Buy |
24
+8
| +50% | – | ﹤0.01% | 2057 |
|
|
2022
Q2 | $0 | Sell |
16
-43
| -73% | – | ﹤0.01% | 2594 |
|
|
2022
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 2518 |
|
|
2021
Q3 | – | Sell |
-151
| Closed | -$6K | – | 2840 |
|
|
2021
Q2 | $6K | Hold |
151
| – | – | ﹤0.01% | 2369 |
|
|
2021
Q1 | $6K | Hold |
151
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q4 | $6K | Sell |
151
-1
| -0.7% | -$40 | ﹤0.01% | 2401 |
|
|
2020
Q3 | $5K | Buy |
+152
| New | +$5K | ﹤0.01% | 2155 |
|